Why $XPEV Could Be the $TSLA Setup of 2026

This is one of my highest conviction ideas for 2026.

My thesis for a 200%+ move on $XPeng Inc.(XPEV)$ is simple.

Much like $Tesla Motors(TSLA)$ a year ago, the market has NOT remotely priced in the whole picture for XPEV.

CEO @xiaopenghexpeng was on X two days ago publicly outlining XPEV's triple threat strategy.

Robots. Autonomous cars. Low altitude aircraft.

3 of the most explosive technology themes, maybe ever...inside one company.

Now zoom out.

Autonomy, robotics, and AI *will* dominate headlines in 2026.

Elon's going to be all over the news in '26 (spaceX ipo, optimus, trillionaire), and $XPEV benefits directly from the same themes the market already understands.

China risk? Eh, XPEV is expanding globally (fast) across Europe, Asia, and emerging markets via partnerships / local production.

More importantly, XPEV owns their software & autonomy tech...easily one of the most vertically integrated EV companies in existence.

Last thing. XPEV's CEO previously co-founded UCWeb, which was acquired by $BABA in 2014 in one of China’s largest internet acquisitions EVER.

The guy is a gangster. Real deal.

So XPEV is a...

Founder-led, $20B market cap company, with a highly underrated CEO, operating in three of the most dynamic, explosive areas in all technology?

Repricing of $XPEV is coming soon, and this is one I definitely want to own.

I'm adding aggressively under $20.

XPEV is currently $19.86.

For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now

Find out more here.

Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.
Click to access the activity

Other helpful links:

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Why $XPEV Could Be the $TSLA Setup of 2026

For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

Find out more here.

Comments